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    Alufer - Bauxite Factsheet PDF

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    Rara
    - Bauxite is the primary raw material used to produce aluminum. - Global bauxite demand is projected to grow significantly by 2020 and 2030 due to increasing aluminum consumption, especially in China. - New bauxite mines equivalent in size to the largest existing mines will need to be developed to meet this growing demand. - China has become increasingly reliant on bauxite imports as it develops domestic aluminum capacity. However, its main supplier, Indonesia, may curb exports.

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    Alufer - Bauxite Factsheet PDF

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    Rara
    181 views2 pages
    - Bauxite is the primary raw material used to produce aluminum. - Global bauxite demand is projected to grow significantly by 2020 and 2030 due to increasing aluminum consumption, especially in China. - New bauxite mines equivalent in size to the largest existing mines will need to be developed to meet this growing demand. - China has become increasingly reliant on bauxite imports as it develops domestic aluminum capacity. However, its main supplier, Indonesia, may curb exports.

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    - Bauxite is the primary raw material used to produce aluminum. - Global bauxite demand is projected to grow significantly by 2020 and 2030 due to increasing aluminum consumption, especially in China. - New bauxite mines equivalent in size to the largest existing mines will need to be developed to meet this growing demand. - China has become increasingly reliant on bauxite imports as it develops domestic aluminum capacity. However, its main supplier, Indonesia, may curb exports.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    181 views2 pages

    Alufer - Bauxite Factsheet PDF

    Uploaded by

    Rara
    - Bauxite is the primary raw material used to produce aluminum. - Global bauxite demand is projected to grow significantly by 2020 and 2030 due to increasing aluminum consumption, especially in China. - New bauxite mines equivalent in size to the largest existing mines will need to be developed to meet this growing demand. - China has become increasingly reliant on bauxite imports as it develops domestic aluminum capacity. However, its main supplier, Indonesia, may curb exports.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
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    Bauxite factsheet

    INDEPENDENT BAUXITE
    PRODUCER BY LATE 2013/
    EARLY 2014
    Bauxite is the primary raw feed material
    used in the production of aluminium

    OVERVIEW

    Bauxite mining Alumina refining Aluminium smelting Consumers and


    225Mtpa* 87Mtpa* 42Mtpa* fabrication

    5t bauxite (ore) > 2t alumina (refinery) > 1t aluminium (smelting)

    > Strong demand for aluminium: since 2000, aluminium > Aluminium usage typically increases with industrialisation:
    consumption growth (6.9%) has exceeded global GDP useinChina and other emerging markets to increase
    growth,higher than other comparable base/industrial withrisingincome per capita and demand for
    metals(copper, nickel, steel) consumer goods

    > Increasing intensity of use: aluminiums high strength > Wide range of applications supports strong demand:
    toweightratio and good conductivity replacing steel construction (27%); transport(23%); electrical (14%);
    andcopperinconstruction/transport and power/electrical packaging(12%); consumer(12%); machinery (7%);
    applications, respectively other (5%)

    Alumina capacity expansions (Mtpa) Chinese alumina/bauxite imports (ktpm)

    Alumina Bauxite
    China develops c. 30% of global refining capacity
    Current imports at c. 50Mtpa

    WHY BAUXITE?
    > Strong aluminium demand translates into strong bauxite demand; China:
    40Mt of aluminium production growing at 6.9% pa requires c. 15Mt > Since 2006, China has developed 30% of global refining capacity;
    ofnew bauxite production each year current 5 year plan calls for further 30% growth

    > Scale of new mine development required each year is approaching > Chinese bauxite imports increased from 3Mt in 2005 to c. 45Mt in 2011
    the size of largest mines currently in production: Weipa c. 20Mtpa; potential to exceed 100Mtpa by 2020
    Trombetas c. 20Mtpa; CBG c. 14Mtpa
    > Over 80% of bauxite imports from Indonesia: continued supply under
    > By 2020 projected consumption suggests at least 80Mt of new alumina question based on declining quality of ore and recent government
    capacity and over 160Mt of new bauxite demand that is 8 Weipa banon raw ore exports
    scale mines in the next 8 years

    For more information please visit www.alufermining.com


    EVOLVING BAUXITE/ALUMINIUM
    MARKETDYNAMIC
    > Shift from vertical integration model to construction of > Substantial growth in Chinese aluminium and alumina capacity
    independent refineries and smelters seeking raw material supplies has altered industry supply dynamics with pricing power shifting
    (integrated refinery production declined from 71% in 2008 to upstream to alumina and bauxite producers = growth of a third
    c. 54% in 2011) party bauxite market

    > Historically, alumina refining capacity was a bottleneck; bauxite > New sources of bauxite are required as the industry faces potential
    market pricing was determined by alumina majors (ALCOA, Rio Tinto shortage of good quality domestic bauxite in China and diminishing
    Alcan, BHP) reserves of high quality ore in a number of countries, creating the impetus
    for refiners and smelters to secure a long-term supply of ore

    Alumina capacity and bauxite supply (Mt) Bauxite pricing dynamics delivered price to China
    Source: Harbor Intelligence and James F. King

    Capacity requirements

    Production forecast with Capacity creep


    committed projects
    Mt

    Committed projects

    Current capacity

    Year

    BAUXITE SUPPLY/DEMAND FUNDAMENTALS


    > Consumption of bauxite is forecast to grow at 6.9% from c. 220Mt in > Infrastructure requirements of most new projects reflect higher
    2011 to c. 750Mt in 2030 with demand from China, India, developing capital investment and longer timeframes to first production
    Asia and Latin America
    > By 2020: projected consumption suggests at least 80Mt of new > Incentive prices for new production range from US$40/t to US$60/t
    alumina capacity across most producing regions

    > Consumption of bauxite in 2010: 216Mt; projected consumption > Quality of ore at existing mines is declining; rising reactive silica and
    in2020: 380Mt increasing monohydrate content requires processing in higher cost,
    > By 2020: projected consumption suggests at least 160Mt of new high-temperature refineries
    bauxite supply
    For more information please visit www.alufermining.com

    KEY BOARD AND MANAGEMENT TEAM CONTACT DETAILS


    Alufer Mining Limited
    Adonis Pouroulis Chairman Yves Occello Non-Executive Director
    Address Trafalgar Court, Admiral Park, StPeter Port,
    Mining entrepreneur whose expertise lies in the Bauxite and alumina specialist; previously oversaw
    Guernsey, GY1 3EL
    discovery and exploration of natural resources across technical projects for Rio Tinto Alcan and was
    Email [email protected]
    Africa. Also founder and Chairman of London listed COOof Pechiney Bauxite Alumina Division. Range
    Web www.alufermining.com
    Petra Diamonds and Chariot Oil & Gas. ofoperational experience with bauxite mines in
    Africa,Europe and Australia. Guinea
    Danny Keating Chief Executive Officer Address Rsidence Marine, Cit Ministrielle,
    Over 15 years experience in mine production, project Jeremy Nottingham Non-Executive Director Commune de Dixinn, Conakry BP 304,
    management and project evaluation previously Aluminium specialist with over 20 years project Rpubliquede Guine
    with Anglo American, Konkola Copper Mines. development and aluminium smelter operational
    Media contact
    Subsequently worked in London as a mining analyst exerience in multiple regions including Africa
    Address Jos Simson/Emily Fenton,
    and in corporate finance. (Guinea), the Middle East, Malaysia and China.
    TavistockCommunications,
    131 Finsbury Pavement,
    Paul Siveyer Chief Financial Officer Lamine Tour Executive Director: Guinea
    London EC2A 1NT
    Over 20 years experience in financial operations Guinea national with strong relationships and
    and management in the investment banking and network connections in Guinea.Key in-country Tel +44 (0) 207 920 3150
    alternative investment sectors. Previously CFO at liaison for Alufer.Worked for TOTAL and Global Web www.tavistock.co.uk
    Cross Asset Management, prior to which he worked Alumina in Guinea after living and working in the
    at Bankers Trust and JP Morgan. USfor 15 years. www.alufermining.com

    Andries Cilliers Chief Technical Officer


    Geologist; 15 years experience developing and
    managing exploration programmes in West Africa
    working for BHPB and De Beers.

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